Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.0M
- Vision$1.0M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Other$1.0M
Sponsor portfolio
LIFEPLAN CCO NY, LLC
EIN 82-3070045Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$1.0M premiums
Participants
1,842
258 GENESEE ST - UTICA, NY 135024636315-565-2612
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 765 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- LAWLEY BENEFITS GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIFEPLAN CCO 401(K) RETIREMENT PLAN
401k
Assets$20.4M
Participants1,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFEPLAN CCO NY, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - GUARDIAN
Premiums$1.0M
Covered lives765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIFEPLAN CCO 401(K) RETIREMENT PLAN | 401k | $20.4M | 1,073 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFEPLAN CCO NY, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | GUARDIAN | $1.0M | 765 | 2025 |
Retirement plans
Welfare plans